Another much requested feature from our users has been the ability to add a discount to the total cost of an invoice. This is useful with irregular amounts and the client pays with cash, or just wanting to round the price after calculations are done on invoice.
You can now easily enter your discount amount when creating an invoice.
As our users know, we love feedback! In 2015 we brought many new features and upgrades including service histories, servicing guides, improvements to invoicing and repair orders.
We are working our way through the current set of requests we have received, and the following features are planned in the coming months:
Price markup on parts, from inventory or settings, and can be overridden on invoice creator
Further flexibility on invoice creation with more options and customisations
Mobile/Tablet app development and improvement
Integrate with parts ordering online services
Client import from CSV, Excel file, possibly also from Google Contacts.
Backups to cloud services including Google Drive and Dropbox, OneDrive
Integration with bookings and Microsoft Calendar
More detailed reporting and possibly an Activity Stream to show recent actions on the software
We would like to thank all those who took the time make suggestions and critique our software, and always welcome more, so if you have anything in mind you would like considered, please drop us a line or leave a comment!
We are taking on board the combined requests of our customers over the last few months to develop new and more flexible invoice templates. For users that are happy with the way things are, there will be no change. For those who want more options, we will be adding a second, and possibly more invoice templates in the coming days.
In the meantime, this is what we have so far, but we are still tweaking!
Auto Repair Invoice
Any feedback that our customers would like to share, would be very much appreciated, you can leave any suggestions in the comments on this post please.
This has been another common request from users of our auto repair software to be able to update the mileage and last service date on a vehicle at the time of creating an invoice.
This can now be easily done, on the create invoice screen, there is now a link to show options to update mileage and last service, the service date will default to the current date, but can be easily changed to the date you need.
Previously this could only be updated by going into the client dashboard and updating details from here, we hope this will streamline and make updating these details more efficiently by offering the feature to update these details at time of invoice creation.
Please note that this new feature, along with several others currently under final testing, will be released in free upgrade to all customers this Thurday 15/10/15.
As always, keep those suggestions coming, and thank you for those who have made requests.
Over the course of time it had been pointed out to us here that many US states do not allow tax on labor part of work carried out. This has been perplexing to many new users, often concerned about applying zero tax to labor and adding tax rates for parts only. This has been another common request for our auto repair software.
Up until now, this involved setting one of the tax brackets to zero and applying that to the labor cost.
We have improved and simplified upon this by adding the option of ‘NONE’ for tax on labor, and if you do you need to apply tax to labor, the other tax brackets you set in Settings will also still be available.
We hope this clears some confusion and makes labor costing on invoices easier for those in states that do not have tax on labor.
This update will take effect on your next upgrade patch this Thursday, 15/10/15.
Stay tuned as always for more exciting new developments!
We have been quietly working on some major upgrades in the shadows, and are now almost ready to release the fruits of our efforts!
Firstly, many of you had asked about labor rates and time costing in the past. We are happy to announce that this has been addressed now. You can enter your invoice time as either time or cash value for your labor, similarly when creating Repair Orders, you can enter labor in hours and automatically calculate labor cost.
For labor cost calculations to function you must enter your labor rate in Settings, you can also conveniently look up the local labor rate in your area by ZIP code.
Creating a QUIK Service is a breeze. Basically, you go about creating an RO or Invoice as per normal. Given that the vehicle VIN is supplied, then you see a list of service items, and can refine by mileage and time since last service. This is a massively time saving function, please see the video above for a demonstration of QUIK Service in our auto repair software.
Pick the service items you wish to add to RO or Invoice, and viola, a fully created, costed and calculated document is produced in seconds!
You can create an invoice using the QUIK service in a very similar fashion as to creating an RO using QUIK Service.
These new updates are expected to be released later this week, so as ever, stay tuned and watch this space.
We realise that occasionally some users on our Basic and Plus plans can sometimes run low on invoices before their next monthly cycle, to help our users be informed as to when their limit is nearly reached, we have introduced a new feature that will warn you when you are running low, letting you know how many invoices remaining, how any days until limit is reset, and well as your included allowance for the plan you are on.**
Low running notifications can help you prioritise and manage your remaining invoices, and if you are in a bind you can click Account at any time and select a topup from $9.99 (10 invoices) to tide you over until the end of your monthly renewal cycle, this saves you the expense of having to upgrade your subscription plan in the event you only need a few more invoices to see you through until the end of the month.
** This does not apply to anyone on a monthly or annual Unlimited plan, as you have unlimited invoices on these types of account.